AI Chips news and analysis on Web Pulse: 2772 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Amazon Web Services will raise prices on its Nvidia-powered GPU cloud instances by 20% starting July 1, marking the second price hike in 2026 as demand for AI training infrastructure outpaces supply. The flagship P6-B300…
Broadcom has become OpenAI's preferred provider for AI inference chips, a development that could significantly boost Broadcom's stock (AVGO). The partnership positions Broadcom as a key player in the AI infrastructure ma…
Retail investors poured a record $22.5 billion into US-listed semiconductor ETFs in the first half of 2026, with inflows surging 1,200% in a single month as AI demand accelerated. The iShares Semiconductor ETF (SOXX) ros…
OpenAI, Google, Apple, and SpaceX are developing custom AI chips to reduce reliance on Nvidia, aiming for better performance and supply chain control. OpenAI's Jalapeño chip, built with Broadcom, exemplifies this trend a…
Apple's upcoming touchscreen MacBook Pro will launch with M5 Pro and M5 Max chips instead of the previously expected M6 series, according to Bloomberg's Mark Gurman. The 14-inch and 16-inch laptops will feature OLED disp…
Nvidia is leading a transition to 800-volt direct current (800 VDC) power architecture for AI data centers, aiming to reduce energy waste and copper usage. The shift could reshape the energy supply chain and benefit infr…
SpaceX announced Starmind, a project to deploy up to 1 million AI-processing satellites in low Earth orbit, creating a distributed space-based data center. The network, confirmed by Elon Musk on June 23, 2026, will use s…
Elon Musk agreed with Tim Cook that the memory chip shortage is unprecedented, calling it the biggest price jump he has ever seen. The AI boom has strained memory chip production, leading to skyrocketing costs and price …
Amazon Web Services raised prices for EC2 Capacity Blocks for ML by roughly 20% starting in July, following a 15% increase in January, citing supply and demand dynamics. The hikes reflect memory chip shortages and strong…
Billionaire Mark Cuban advised the AI industry to improve public relations over data centers, but his comments sparked backlash as data centers faced a brutal week with political losses, local government restrictions, an…
Most U.S. benchmarks rose on Friday, but AI-related stocks dragged Wall Street toward a weekly loss. The S&P 500 recovered to a 0.5% gain, the Dow Jones Industrial Average rose 194 points, and the Nasdaq was about 0.5% h…
The S&P 500 and Nasdaq are on track for weekly losses as a broad semiconductor selloff, led by Nvidia, AMD, and Micron, drags major indices lower. The PHLX Semiconductor Index's weakness has pulled down the broader marke…
Apple and Microsoft announced significant price hikes on popular consumer electronics, including iPads, MacBooks, and Xbox consoles, blaming an AI-fueled shortage of memory and storage components. The increases, ranging …
DeVere Group CEO Nigel Green predicted the 'Magnificent Seven' tech stocks will shrink to three within five years, as rising AI-related input costs split the group into infrastructure owners and AI consumers. Green cited…
Advanced Micro Devices (AMD) is considering its first stock split in over 25 years as shares near $520, driven by surging demand for AI infrastructure. CFO Jean Hu reportedly indicated a split could be considered if shar…
The AI boom may be entering its final stages as stock volatility surges and companies rush to raise cash, with analysts at Capital Economics warning of an equity bubble close to bursting. The Nasdaq heads for its worst w…
Onsemi acquires Synaptics in a $7 billion all-stock deal, offering a 19% premium. The merger combines Onsemi's power-management and sensing chips with Synaptics' edge AI and connectivity solutions to target intelligent s…
Supermicro unveiled a Data Center Building Block Solutions Blueprint for the NVIDIA Vera Rubin NVL4 platform at ISC 2026, supporting up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks. The pre-…
ON Semiconductor announced an all-stock acquisition of Synaptics for about $7 billion, expanding its push into physical AI. The deal adds $30 billion to ON Semiconductor's addressable market, but its stock fell 20% after…
Apple will skip high-end M6 Pro and Max chips, leapfrogging to an AI-focused M7 line in 2027 to prioritize on-device AI processing. The base M6 chip, arriving as early as 2025 for entry-level Macs, offers improved memory…